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@BitcoinAIGuy
@BitcoinAIGuy
VERIFIED
BitcoinAIGuy
·
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followers
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Momentum
Crypto miners
Bitcoin
High-beta
Swing trader
Avg. peak vs avg. fade
Average return when a call peaks vs fades — and how long each takes.
How we score
Avg. peak
+127%
~68 days
avg. time to first peak
803
peaked
posted
~68 days
+127%
Avg. fade
-46%
~90 days
avg. time to first fade
754
faded
posted
~90 days
-46%
Track record
Every scored call. Open any row to see the post, and how it compares to what they average when a call peaks and when it fades.
All
101
Peaked
32
Faded
42
Live
27
Call
Post
State
Dir
Return
Days
Posted
▼
$
IREN
Time for the most hated rally $IREN $100 soon
Peaked
bull
+30.8%
50d
Aug 31
$
IREN
$25M/MW deals are cool. You know what’s cooler? $69M/MW deals. What about $100M/MW deals????? YOU ARE NOT BULLISH ENOUGH $IREN
Peaked
bull
+37%
52d
Aug 29
$
IREN
$IREN has no real competition. Most of IREN’s peers sold covered calls against their prime assets; those premiums weren’t real value creation, they came with an opportunity cost of actual growth, abundance, and optionality. The economics are shifting, and it’s becoming more clear that IREN had the right strategy from the beginning. The market hasn’t priced this in yet. We are one step closer to price discovery. Guac candles loading. $200 is destiny.
Peaked
bull
+15.9%
58d
Aug 23
$
ETH
Added $BTBT and announced the buy to my subscribers. saw the panic sellers in $WYFI and I think $ETH will rally over the next few years. Happy to go into details for my subscribers. https://t.co/NWpEbjkgxV
Peaked
bull
+23.3%
62d
Aug 19
$
IREN
$IREN wants $69
Peaked
bull
+8.5%
68d
Aug 13
$
MARA
$MARA is red today amongst a sea of green. Seems pretty crazy. This could be another high potential turnaround, and contrarian bet. Lots of pain, years of underperformance, but they control a lot of power and ready to pivot to AI. MARA is still trading at the same price it was 6 years ago. In 2020. Read that again. Insane.
Peaked
bull
+41.4%
69d
Aug 12
$
IREN
Sounds bullish for $IREN 👀 https://t.co/IkeDfUmlNx
Peaked
bull
+25.3%
71d
Aug 10
$
BTDR
Not too worried about the $BTDR ATM. If the stock tanks to $6.90 I’m happy to average down. This could be a $69+ stock in a year or 2 Seen this movie before
Peaked
bull
+51.1%
71d
Aug 10
$
BTDR
$BTDR the Nvidia of bitcoin, the next $HUT/ $CIFR of colocation,with potential to be the next $NBIS / $IREN I can see the vision https://t.co/m2uuj1lNv3
Peaked
bull
+51.1%
71d
Aug 10
$
BTDR
Very high potential turnaround story here. I think I found the next 10x+ $BTDR https://t.co/gWy44KEWLq
Peaked
bull
+51.1%
71d
Aug 10
$
IREN
I’m calling @BritishHodl why won’t he pickup????? BRITISH’S SHORT $IREN POSITION IS ABOUT TO GET DESTROYED GUAC CANDLES LOADING YOU WERE WARNED https://t.co/kTgAW4wufO https://t.co/84ioW2GmYw
Peaked
bull
+17.8%
73d
Aug 8
$
MARA
$BTDR quickly approaching $14 $MARA seems like a sitting duck at $10 👀 https://t.co/SBILdeb9oa
Peaked
bull
+35.1%
73d
Aug 8
$
BTDR
$BTDR quickly approaching $14 $MARA seems like a sitting duck at $10 👀 https://t.co/SBILdeb9oa
Peaked
bull
+20.8%
73d
Aug 8
$
IREN
We are about to see the most hated $IREN rally. A 2-4x can happen in a period of weeks. I’ve seen this before.
Peaked
bull
+17.8%
73d
Aug 8
$
IREN
Pump it $IREN 🚀🚀🚀🚀 https://t.co/pnnsFkytUc
Peaked
bull
+17.8%
74d
Aug 7
$
BTDR
Adding $BTDR today. ~2% of portfolio. The largest public bitcoin miner is deeply misunderstood and has been for years. I’ve patiently waited years for this business to improve their fundamentals. Recently, $BTDR signed one of the best AI colocation deals in the market, and has abundance of power. Sound familiar? They also design their own ASICs for bitcoin mining, which will be highly desirable when bitcoin starts to rally. This stock has the potential to 10-20x in as little as 1-4 years. I expect major volatility. Comps: $CIFR $WULF $CORZ $HUT Will post a deeper dive later. I expect major volatility in the short term and happy to add to this position opportunistically.
Peaked
bull
+18.8%
76d
Aug 5
$
IREN
JUST GET TO 1 $IREN BEFORE IT IS TOO LATE RIP @leopoldasch @BritishHodl https://t.co/v2IbkfPrAy https://t.co/PktjYweQIQ
Peaked
bull
+31.9%
81d
Jul 31
$
IREN
I think we are about to see the mother of all short squeezes soon $IREN Tick tock
Peaked
bull
+31%
88d
Jul 24
$
IREN
In memory of our dear friend @BritishHodl who tragically lost his life shorting $IREN at the pico bottom. There will be a closed-casket (his face was ripped off) funeral on Spaces in his memory. Please learn from his mistakes and JUST GET TO 1 $IREN https://t.co/7SAsRmb9Ay
Peaked
bull
+17.6%
90d
Jul 22
$
IREN
My senior quant just called me, out of breath, and said his models say $IREN should be worth $120-$140 today and euphoria doesn’t begin until $150-$240 this year or $300-$420 next year, in 2027 $550 is still the conservative target over 3-5 years We haven’t seen a real bubble yet
Peaked
bull
+20.8%
92d
Jul 20
$
IREN
JUST GET TO 1 $IREN https://t.co/0tvtrPdJDG https://t.co/kyWPLqVBYj
Peaked
bull
+20.8%
92d
Jul 20
$
IREN
WHERE IS SKITTISH HODL? $IREN https://t.co/tqqgqyIJ3L
Peaked
bull
+20.8%
92d
Jul 20
$
IREN
Am I the only $IREN bull left? Seeing lots of capitulation
Peaked
bull
+39.4%
96d
Jul 16
$
IREN
So Crusoe is $30B with ~$1B ARR and $IREN is $14B with a ~$4B ARR target for this year Hmm… smells like opportunity https://t.co/HcoYQmKhEn
Peaked
bull
+21.9%
105d
Jul 7
$
IREN
Must. Stay. Strong. Must. Stay. Long. $IREN $IRE https://t.co/Yh9UEG8l6a
Peaked
bull
+25.1%
107d
Jul 5
$
IREN
5.8 GW * $100 Billion = $580B $IREN https://t.co/D4g6ID4tbn
Peaked
bull
+25.1%
107d
Jul 5
$
IREN
$IREN wants $69, $110, then $120-$160 for the highs this year We are in a bull market https://t.co/w5mXa3wElm
Peaked
bull
+25.1%
109d
Jul 3
$
IREN
Seems like $42 $IREN is the new $10 in terms of sentiment One day when $IREN crashes from $690 to $420 people will really hate $iREN Plenty of upside until then 😜
Peaked
bull
+25.1%
110d
Jul 2
$
NBIS
CRAMER: SERIOUS INVESTORS WOULD NEVER ROTATE FROM $NBIS TO $IREN Have fun staying power insecure @jimcramer $200 $IREN IS DESTINY https://t.co/Bbqh01aQIE
Peaked
bear
+44%
141d
Jun 1
$
NBIS
I remember when I was laughed at when I called the rotation from $MSTR to $IREN How did that go? Now I’m being laughed at for calling the $NBIS to $IREN rotation. GUAC CANDLES LOADING! Tick tock.
Peaked
bear
+44%
141d
Jun 1
$
NBIS
$IREN this is a generational buying opportunity… IREN/NBIS chart NBIS TO IREN ROTATION IS NEXT! https://t.co/0rij6j18MQ
Peaked
bear
+44%
141d
Jun 1
$
IREN
If $CLSK had $IREN ‘s infrastructure $CLSK would be the best bitcoin mining company of all time. $CLSK ‘s bitcoin mining team is world-class… they just need larger sites to scale faster, easier, and more efficiently. That’s it. They’ve nailed the hardest part: strong execution. I have no doubt CLSK will own larger sites eventually… because it’s clearly an advantage. Cleanspark has the right team and they keep the main thing, the main thing. I love the focus, and respect their Work. $IREN ‘s strategy and execution has been eye-opening to say the least. They made the hardest business in the world look easy…because they invested in the right assets. They don’t need to be friends with the mayor of FarmVille to win. Brilliant. My bet with $CLSK is based on the company’s track record of execution and focus on Bitcoin. My bet with $IREN is based on the company’s strategic investment in prime infrastructure, allowing them to become a world-class mining operator, seemingly overnight. Both companies are making history. Presently IREN is the better Bitcoin mining operator. Over a longer term (3-8 years), in my opinion, Cleanspark’s focus will pay off and they could become the best mining company of all time (exahash, management team, infrastructure, efficiency, uptime, growing HODL, etc.). IREN has great ambitions in the AI/HPC market, but this is still upside for me… if IREN ultimately quits mining bitcoin permanently, I’ll likely still consider staying invested because of their accomplishments in Bitcoin mining (I rarely invest outside of Bitcoin… so this is a big deal for me). Note: I also have an interest in following and investing in companies who’ve pivoted out of Bitcoin mining (e.g. $BTBT) because I believe that many Bitcoin mining operators are gritty and have a strong desire to win… $BTBT is definitely winning in the AI/HPC business. There’s a lot of chatter about the scarcity of infrastructure…but what’s even more scarce is 1) bitcoin and 2) the amount of successful bitcoin mining companies with strong management (Few). The secret sauce to winning in Bitcoin mining is *management’s* ability to execute and deliver—my strategy is focused on betting heavy on the best operators, who are clearly both $IREN and $CLSK. Yes, the entire sector’s equity prices have been lackluster and, as a whole, deeply undervalued…however, I believe the over-performers will be the best operators who are scaled, continue to execute, and are well capitalized. My thesis, enthusiasm, and investment strategy has not changed—buying apathy (buying and holding at depressed stock prices, taking profits when everyone LOVES the idea of Bitcoin mining, and using my profits buying Bitcoin, strategically. My strategy is simple and many investors share the same values. However, most investors in new industries and volatile stocks are expected to fail due to impatience, lack of resiliency, or being over-leveraged…Everyone wants a 10x, no one wants to be down 70%…or worse. My advice for becoming a resilient investor: hold Bitcoin for at least 10 years. Then do it again. Winning is not guaranteed, rising difficulty is expected, which is why the upside is so high for the best bitcoin mining stocks. Few Ever Win
Peaked
bull
+1257.2%
556d
Apr 12
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